Get up and running on the platform. Complete initial setup, including user management, phone integration, account branding, and texting prerequisites. Account owner access required.

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Deepen your platform knowledge with hands-on guidance. Set up email and calendar, create contacts, products, and opportunities, and access Swivel on the go with our mobile app.

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Get hands-on guidance for cleaning and organizing data after a CRM migration. Learn why clean data matters, how to manage carriers, institutions, and product lines, and how to avoid duplicates. Includes live Q&A.

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Learn how to add data in bulk, including clients, products, and event attendance. Get step-by-step guidance on file formatting and completing imports accurately.

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Get up and running on the platform. Complete initial setup, including user management, phone integration, account branding, and texting prerequisites. Account owner access required.

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Deepen your platform knowledge with hands-on guidance. Set up email and calendar, create contacts, products, and opportunities, and access Swivel on the go with our mobile app.

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Learn how to create and send email campaigns. Build contact lists, design email templates, and send messages with confidence. Includes live Q&A.

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Learn how to use Swivel texting to send bulk messages, manage 1:1 conversations, and track communications. Includes live Q&A.

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Learn how to create, run, and optimize workflows. Build a workflow end to end, explore workflow templates, and automate routine tasks for consistent follow-up.

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Learn how to build automations using triggers, conditions, and actions. See common automation examples, understand how data drives automation, and automate client annual reviews. Includes live Q&A.

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Plan, manage, and measure campaigns and events. Learn campaign types, run in-person events, track metrics, and evaluate results. Includes live Q&A.

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Learn to manage opportunities, pipelines, and stages. Explore pre-configured pipelines, use the Opportunities Board, and leverage advanced features. Includes live Q&A.

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Learn to organize and segment data using contact lists and reports. Explore pre-configured reports, create and edit lists, and follow best practices for clean, accurate data. Includes live Q&A.

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Learn to use Swivel Summary for impactful client reviews. Map policy and account values, apply customizations, and generate sharable summaries. Includes live Q&A.

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Ask questions, share feedback, and connect directly with Swivel’s CEO in an interactive open forum.

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Stay up to date on the latest platform enhancements with a guided walkthrough of newly released features.

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